Nvidia, every mention
2 scenes (said by Jeremy Grantham), the whole family · ← back to Nvidia
tap a year for its mentions
every year anyone Josh Wolfe 7Rajiv Jain 4Louis-Vincent Gave 3Jeremy Grantham 3Alex Sacerdote 3Ryan Lovell 2Josh Brown 2Anil Seetharam 2Stephen McKeon 1Rodney Comegys 1
Verbatim, from the transcripts: the passages where Nvidia comes up
Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP.493)
- ▶ 0:45 Jeremy Grantham So here we are, with Nvidia looking like Amazon Square, the money dwarfing any CapEx program in history.
- ▶ 48:32 Jeremy Grantham With Nvidia looking like Amazon Squared, the money dwarfing any CapEx program in history, everyone being clear in their mind that this is the biggest thing they've ever had in their lives, and they're right. 2 times in the scene